Client Data Gathering
Automated fact-finding, digital intake forms, and document collection workflows for onboarding and reviews.
From paper chases to instantaneous, digital-first onboarding
Data gathering was historically a manual, back-and-forth process of sending and chasing down paper documents or clunky, disconnected PDF forms. AI-driven data extraction (OCR) and automated "open-banking" permissioning (via API) are replacing this friction by allowing clients to securely link and authorize data flow directly from their banks and investment accounts. This drastically reduces the advisor's administrative burden, converting the onboarding data-collection process into an instantaneous, digital-first experience.
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